5.86 Release

Corrected Paragon Issues 3

MLS Customizations and Administration 5

Admin - UI Tour for Paragon Release Notes 5

Admin – RETS Profile field for Web API client 5

Admin – New fields added to Agent and Office grids 6

Admin – Remove DCL button 7

Agent Level Changes 8

UI Updates 8

Price Analysis Widget 10

Collaboration Center 12

Collaboration Center – Property Search Moved to Main Tab 12

Paragon Connect 13

Top App Bar 13

Contact List 14

Search 15

Filter Contacts 15

Add Contacts 16

More Fields 17

Deleting Contacts 18

Contact Viewer 19

Compose Email Updates 21

Auto Complete Address Book 22

Phone Updates 23

Texting 24

Show Password 25

Removed Items 26

Theme Colors 26

Edit Profile Image 26

Paragon Affiliate Connect 27

Corrected Paragon Affiliate Connect Issues 27

Admin – New link to send Affiliate Welcome email 29

Admin – Display Affiliate Broker Options in Preferences based on security level 30

Admin – Association Autonomy options for Affiliate Connect 30

Updated text for Broker Options in Preferences 30

Add office-level Disclaimer for Office Affiliates 31

Updates to the My Affiliates page 32

Service Providers Tab in Collaboration Center 34

Reply button on dashboard notifications 35

Updates to the Buyer Activity tab 36

Additional updates to the Comments workflow 37

Ticket# Product Module Organization Summary

DEV-5285 Paragon Third Party CR - California Regional MLS Customers would like new icons for Glide integration

TK-6724 Collab Link View/Reports MAXEBRDI - MAXEBRDI MLS Collab Link does not show social media links when Collab Center does

TK-6057 Paragon RETS Admin SMLSA - Strategic MLS Alliance Enable RETS Profile field in member record for Web API client

TK-6289 Collab Center Prospecting BCRES, RAE, SCWMLS, NNRMLS, SDMLS CC2 Agent Circle Image Displays as a Box in Outlook

DEV-5113 Paragon Admin IRMLS - Indiana Regional MLS Add fields to Agent (Member of Board) and Office (Broker and Board) admin grids

TK-5464 Collab Center View/Reports SCWMLS - South Central Wisconsin (Madison) Street View Does Not Display Correct Geo Coordinates and Doesn't Display Location Pin

TK-840 Paragon Admin IRMLS, NCWV, WVMMLS WVMLS requesting enhancement to set default for Upload Photos on Agent Records to All

TK-6148 Collab Center Dashboard BCRES - REB2 Residential Collab Center Dashboard My Listings undecided does not account for Unique listing count.

DEV-5036 Paragon Admin All Customers Remove DCL button from Paragon Admin Menu

TK-6050 Paragon LIM SDMLS - San Diego MLS Page cannot be displayed error when using copy/clone on listing with media URL based photos

TK-4771 TK-5928 Collab Link Listing Photos BCRES, CCAR Listing photo rotation in collablink on mobile device error

DEV-4841 Collab Center Search All Customers SEARCH HIDDEN: Property search is hidden from users’ perspective…Implement Property Search to be accessed from a top-level Tab.

TK-5830 Paragon View/Reports Iowa Great Lakes BOR, MAXEBRDI Email Attach as PDF duplicates listing tours on reports

DEV-4774 Paragon Data MLSL - MLS Listings, NRV DataIndexer encountering issues processing queued UpdateListing messages

DEV-4769 Collab Center Other All Customers Create a top-level tab for Service Partners (connected Affiliates) do be displayed in Collab Center

DEV-4737 Paragon General UI All Customers Implement UI Tour for release notes for Admin Users

TK-735 Paragon LIM NEREN - New England Real Estate Network Tour Open House Whitelist Ignored When Virtual Tour Check Box is Not Selected

TK-5114 Paragon View/Reports LAWTONBOR - Lawton BOR Listing Office Info not correctly placed on Agent Detail Report

TK-3829 Paragon Mapping or Geo-coding NEREN - New England Real Estate Network Default geocode should not land on 0,0

DEV-4529 Paragon LIM All Customers Unable to remove added Room Info

DEV-4421 Paragon General UI All Customers DinkyTown calculators no longer defaulting Price

DEV-4327 Paragon General UI All Customers Retire old UI Tours

TK-4591 Paragon Mapping or Geo-coding COLUMBIA - ConsolidatedMLS Advanced Mapping layer labels on/off switch no longer available

TK-3542 Paragon CMA NEREN - New England Real Estate Network Moving Between Steps and Screens in the CMA Module Feel Sluggish

TK-4274 Paragon Email SAR - Spokane AOR Google + icon showing instead of Instagram on Collab Center welcome email

TK-3036 Paragon View/Reports CR - California Regional MLS Error when viewing a Google Map report then selecting another report

TK-1857 Paragon Search NEREN - New England Real Estate Network Last Search is Not Being Saved into Last Search List

DEV-2489 Paragon Search BCRES, SCWMLS MLS numbers copied from Collab Center emails don't work in Quick Search

DEV-2472 Paragon Configuration All Customers POWER_SEARCH_RESULTS_PER_CATEGORY value set is not what is displaying

MLS Customizations and Administration

All options in this section are either configurable via MLS Administration controls or by your System Support Manager as noted.

Admin - UI Tour for Paragon Release Notes

Action Item: N/A

We are excited to announce that Admin users will now have the Paragon Release Notes at your fingertips as we have added a popup UI tour. This is key as new Paragon major releases occur approximately every six to eight weeks and it’s important to communicate release changes to all your members. This popup will lead you to the secure Admin site where you will be able to access the Release Tool Kit at any time. If you do not have a login for the administration site, contact your SSM to get one. This option will only appear for level 7 or higher users.

 

Admin – RETS Profile field for Web API client

Action Item: N/A

Paragon’s Web API client uses your existing RETS profiles. When assigning the Web API to a user’s Allowed Paragon Clients, it’s no longer necessary to include the RETS client to enable the RETS Profile field. The RETS Profile field will be enabled if either RETS or Web API is included in the user’s Allowed Paragon Clients.

Admin – New fields added to Agent and Office grids

Action Item: N/A

For multi-board Paragon systems, we’ve added Member of Board to the Agent and Office grids and added a filter for that column. Visible boards will be based on the user’s security level. The Member of Board field displays the Office’s Member of Board value.

If Boards are not enabled on your system, the column and filter will be hidden.

 

 

Admin – Remove DCL button

Action Item: N/A

In Admin, the DCL button has been removed from the toolbar since DCL has been retired.

 

 

Agent Level Changes

The following section contains changes that are active system wide and available to users based on their assigned security levels.

UI Updates

Action Item: N/A

On the Contact’s Saved Search pages, we refined the user interface by removing some extra space in the Activity table and an unnecessary scrollbar in the Comments table.

Existing Saved Search page:

 

 

Updated Saved Search page:

 

In the Comments dialog box we changed the pane title from “Messages” to “Comments” and the commit button from “Comment” to “Submit” to be more uniform and standard.

 

In the Agent Recommended heading we changed the word “client’s” to “contact’s.”

 

Price Analysis Widget

Action Item: N/A

Black Knight is very excited to announce the release of the Price Analysis feature, which can be used by agents to determine pricing by viewing the Potential Buyers and any available AVMs if enabled. The feature can be accessed from the menu bar of the Listing Input Form for a current Full, Partial or Subject Property Listing.

Clicking the option will launch an interactive modal displaying the Potential Buyers in Paragon.

The Potential Buyers are based on contacts whose saved search notifications include search criteria that match the listing in focus.

Armed with the Potential Buyers and the AVMs, agents can enter a New Price into the interactive widget and click the Recalculate Buyers to determine the effective change on potential buyers.

From here, the agent can click the “Use New Price” button and the widget will auto-pop the new price onto the form or they can close the widget to end. This will be an incredible tool that agents can show clients or potential clients to help determine pricing and/or to help motivate to list.

And there’s more to come! Coming in 5.87, we’ll be adding another metric to the Price Analysis widget called Location Score, which will display the relative hotness of the postal area for the listing compared to other postal areas.

Collaboration Center

All options in this section are either configurable via MLS Administration controls or by your System Support Manager as noted.

Collaboration Center – Property Search Moved to Main Tab

Action Item: N/A

To help promote the property search feature in the Collaboration Center for your contacts, we have created a property search feature tab on the dashboard. This will allow the search feature to be more visible to your contact. It will contain the same search features as previously, and it is only found on the larger resolutions (PC’s, tablets), and has no impact to the mobile users.

 

 

Paragon Connect

All options in this section are either configurable via MLS Administration controls or by your System Support Manager as noted.

Top App Bar

Action Item: N/A

 

A new top add bar has been added to the Paragon Connect application. It is like the previous top bar with a few modifications. The profile menu and home button have been moved into the left navigation. This new top bar is a step in the direction for using your browser to control navigation (Back and Forward). Work is still needed for the rest of the application, but soon you will be able to use your browser's native buttons to navigate around Paragon Connect.

 

Contact List

Action Item: N/A

The Contact list has been upgraded to support several new features. First, let’s look at the changes to the overall layout.

The previous version used about 25% of the top section of the application with headers, search bars, action buttons, etc. This took up too much room as you can see now, the new version places the actions in the new top app bar allowing you to physically view twice as many Contacts as before.

 

Before After

Search

To search for a contact, simply tap on the search icon in the app bar. The top app bar is replaced with a search bar, and you can quickly start searching for any contact in your list. As you begin typing the application will automatically start searching for your contacts.

Filter Contacts

The filter function has been updated to allow you to quickly find contacts. Rather than a full screen modal, we leave you on the screen and open a drawer below the contact list. Here you will find a few new filter options.

Add Contacts

Adding a contact in Paragon Connect has been standardized and streamlined. On the contact list, you will find a floating button with a plus sign. This will be our new standard for adding new content within Paragon Connect. Tapping on this button will launch the Add Contact form. Upcoming releases will continually add the ability to enter and edit more contact data.

 

More Fields

By default, the add form displays first and last name. Tapping the “MORE FIELDS” link will expand the form to show “Prefix” and “Suffix”.

 

Deleting Contacts

New to Paragon Connect is the ability to delete one or more contacts. From the contact list, if you tap on the photo, it automatically checks the contact. You can select multiple contacts by tapping contact images. Once a contact is selected, you will notice the top app bar changes to show the actions that you can perform. You can tap the X to cancel your selection, or you can tap on the overflow (three dot icon) and choose “delete” to remove the contacts.

Selecting Multiple

Notice you can select more than one contact from the list. The only action at this time is to delete the contact however, in the future there will be additional options for multiple contacts.

Contact Viewer

The contact viewer is the page that displays after tapping on a contact. This has been updated and enhanced to make room to support several future contact features. The buyer and seller content are still available; however, the location of this information has been updated.

 

Buy Side

The Buyer link found on the contact view will take you to the Collaboration Center categories like it does today on the mobile. Each of these is linkable to view the listings in each category. Future enhancements are planned for this screen to manage your sites, communications, searches and more.

Sell Side

The seller content is also the same as it was prior to this new contact view. You will find all the same statistical data, hits, counts, and more. Additional updates are planned for this module including managing your sell side options, competition information and more.

 

Compose Email Updates

How you select an email and how you compose an email in Paragon Connect has been updated. Contacts can sometimes have more than one email address. The new contact viewer allows you to choose one or more email addresses at a time before you compose the message. You will also find that the email module has been updated. A new layout has been applied to make composing an email easier and more standard.

 

Auto Complete Address Book

New to Paragon Connect is the auto complete address book feature. As you begin to type an email address or a contact, the system will return a list of possible matches based on the email address found in your Paragon Connect address book. This will allow you to quickly find and compose an email.

This new email module is only found in the contact viewer but will be added to other areas of the system in the future.

Phone Updates

Like the email interactions, the phone or call interactions have been updated as well. It’s not uncommon that a contact will have a cell phone, work phone, or maybe even a land line number. Rather than just using the primary phone number, Paragon Connect now allows you to choose which phone number to contact. If you are on a mobile phone, when choosing a phone number, it will prompt you to either to make a call or send a text.

 

Texting

While using a mobile device, clicking on the phone icon will not only display all available phone numbers, but it will also provide you with a SMS option. Clicking this icon will launch your default native texting app. This will allow you to instantly text your contact without having to switch to your texting app.

Note: We are unable to determine which phone number is a mobile phone only so all phone numbers will have this option displayed next to it.

Show Password

Logging into systems that require a password may not be fun, especially when password requirements are very strict and require random capitalization, numbers, special characters, etc. To help make the login process a bit easier, Black Knight has handed a show password option. While you are in a secure location, you can tap on the eyeball icon and when you type your password you will see the actual text you are typing.

 

Removed Items

As we transition over to some of these new features there are a few items you may notice missing in this latest release. Below is a summary of the items removed from Paragon Connect.

Theme Colors

Theme colors will be removed from the Paragon Connect system. The new app bar and elements are not ready for additional theme colors. In the future we will look to reimplement theme options.

 

Edit Profile Image

The profile menu has been transitioned from the top app bar into the left navigation. The profile image in previous versions of Paragon Connect allowed you to upload or snap a new profile image. This feature will be added back in a future release. You can still perform this action by clicking on the agent profile image on the dashboard.

 

Paragon Affiliate Connect

All options in this section are either configurable via MLS Administration controls or by your System Support Manager as noted.

Corrected Paragon Affiliate Connect Issues

Ticket # Module Summary

DEV-5350 Other Communications page is showing blank

DEV-5328 Other No space between marketing text and action button in branding block

DEV-5323 Other Agent search results is showing a scrollbar when no results found

DEV-5256 Other Agent search is fetching different results each time

DEV-5255 Email Comment option should not display when the affiliate request to an agent is in pending state

DEV-5253 Dashboard Edit Branding Block page

DEV-5209 AC - Agent Search When an affiliate searches for an agent and that affiliate is an "Office" designated Affiliate, the office agents should not appear in the affiliate search

DEV-5162 Email "Send Affiliate Welcome Email" option should check the appropriate condition from agent type (User Codes)

DEV-5151 Dashboard Fix the column sort order on the My Affiliates page

DEV-5112 General UI Branding block "button text" field is restricted to fifteen characters only

DEV-5088 Dashboard Sometimes the Affiliate Dashboard loads without my agents

DEV-5073 Dashboard Remove the Comments widget from the detail views

DEV-5068 Dashboard Add State to addresses on Agent modal

DEV-5046 Dashboard When Sharing an Affiliate, the 'select all contacts' button also selects all affiliates

DEV-4995 Dashboard Updates to the Buyer Activity tab

DEV-4989 Search When an affiliate does an agent search and no results appear, there is no indication that the search is done

DEV-4988 Other Use client CC2 access on Buyer Detail page

DEV-4987 Preferences Update the text on the Broker Affiliate Connect preferences

DEV-4887 Admin Implement an option for Association Autonomy to separate Agent Membership Participation vs. Affiliate Participation

DEV-4861 Dashboard As a Broker I need the ability to have a default disclosure for all broker level affiliates

DEV-4769 Other Create a top-level tab for Service Partners (connected Affiliates) to be displayed in Collab Center

DEV-4715 Dashboard Update the "no messages yet" text on the Communications page

DEV-4714 Dashboard Add Comments column to the Agent Subscriptions page

DEV-4710 Dashboard Add confirmation message when Disconnecting from an Affiliate

DEV-4708 Dashboard Update Request Affiliate modal

DEV-4629 Configuration P4B dashboard should not be accessible by affiliate or any user with user type is affiliate

DEV-4590 Dashboard Mobile Testing: Filter by and SORT by options are missing from LISTING ACTIVITY, BUYER ACTIVITY tab

DEV-4589 Dashboard Mobile Testing: NEW HOME details are not displaying in BUYER ACTIVITY tab

DEV-4588 General UI Mobile Testing: Agent subscription tab ->observed additional fields in the page

DEV-4585 General UI Mobile Testing: CCA dashboard profile setting page alignment is not proper

DEV-4584 General UI Mobile Testing: Search option is not fully visible from agent search tab

DEV-4583 General UI Mobile Testing: Agent search result data did not display with appropriate field info

DEV-4202 Email Agent's contacts shared with added comments to affiliate, but the same comment is missing in the email

DEV-4126 Admin Add New "Send Affiliate Welcome Email" Link to Participating Affiliate User Records

DEV-3971 Dashboard Agent Subscriptions Tab does not refresh after sending or canceling a sub request

DEV-3536 Email Affiliate Notification: Subject Line Incorrect

DEV-3521 Affiliate Search Move "My Affiliates" link to Resources (out of Preferences)

DEV-3484 Configuration Broker Options: Should Not Use Office Record > Office Broker Field as part of requirements for access

DEV-3420 AC - Agent Search Association autonomy rules not followed when affiliate board setup as partial with agent board

DEV-3419 AC - Agent Search Association autonomy rules not followed when agent board setup as partial with non-affiliate board

DEV-3273 Dashboard Affiliate Dashboard- add character count/limit to marketing section

DEV-2091 Dashboard Affiliate Connect: Agent Dashboard Redesign

Admin – New link to send Affiliate Welcome email

Action Item: N/A

A link to Send Affiliate Welcome Email will display on the agent record, when Affiliate Connect is enabled, and the Agent Type is an Affiliate User. Previously, the welcome email was generated automatically when a new Affiliate user was added to Paragon, but there was no way to send the email for an existing user, or to resend a copy.

 

 

Admin – Display Affiliate Broker Options in Preferences based on security level

Action Item: N/A

The Affiliate > Broker Options in Preferences previously displayed only when the user was listed as the Office Broker in an office record. This has been updated to go by security level instead of the Office Broker field. Users with security level 5 and up will now see the Broker Options in Preferences.

Admin – Association Autonomy options for Affiliate Connect

Action Item: N/A

The Affiliate Connect checkbox for each Association has been moved to a new Affiliate Connect Participation section. The board restrictions will work the same as the existing Membership restrictions, with options for Full participation to all boards; Partial participation to specified boards; and None, participation in just the Affiliate’s board.

 

Updated text for Broker Options in Preferences

Action Item: N/A

The text in Preferences > Broker Options for Allow Agent Affiliates was restated for clarity.

 

Add office-level Disclaimer for Office Affiliates

Action Item: N/A

A new feature was added to Preferences > Affiliate Connect > Broker Options, to allow the broker to enter a disclaimer for their office-level affiliates. The disclaimer will apply to all office affiliates, and will be visible to agents in the office from the My Affiliates tab. This eliminates the need for the broker to add a disclaimer to each office affiliate separately.

 

 

 

Updates to the My Affiliates page

Action Item: N/A

Several items on the Paragon > My Affiliates page have been updated to a newer User Interface.

• The Request an Affiliate dialog box was updated.

 

• A confirmation message was added when the user disconnects from an affiliate.

 

• To improve communication between the agent and affiliate, when an agent shares an affiliate with a contact/client, the affiliate will get a notification on their dashboard, a new comment in the comments thread with that agent, and an email notification. The client’s contact information is not shared with the affiliate.

 

 

 

Service Providers Tab in Collaboration Center

Action Item: N/A

Collaboration Center users will see a new tab for Service Providers to the right of the existing tabs. When Affiliate Connect is enabled, the tab will display with all the branding blocks for the agent’s connected affiliates. This provides the client with a full list of potential providers selected by their agent.

 

Reply button on dashboard notifications

Action Item: N/A

The Close button on the dashboard notifications for agents and affiliates has been changed to Reply. The Reply button will open the comment thread between the affiliate and agent, allowing the user to view the comment thread and reply from there. Clicking the Reply button will also remove the notification from the dashboard.

 

 

 

Updates to the Buyer Activity tab

Action Item: N/A

On the Affiliate Dashboard, the Buyer Activity tab has been streamlined to present each buyer one time, instead of multiple times.

If Make My New Home is enabled in Collaboration Center, the Buyer Activity tab will include a column to display the latest ‘my new home’ selected by the buyer.

 

 

Additional updates to the Comments workflow

Action Item: N/A

On the Affiliate Dashboard, several items were updated to improve the comments workflow between affiliate and agent.

• The Comments link was removed from the Buyer Activity tab and will be moved to the Buyer Detail tab in a future release.

• A Comments column was added to each agent on the Agent Subscriptions tab.

 

• Text on the Communications page was updated for clarity and the button text updated to Start a Conversation. Clicking the button will open the Agent Subscriptions tab, where the affiliate can begin a conversation with one of their connected agents.